SWM
SeaCrest Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
7,185
-3,043
| -30% | -$316K | 0.08% | 229 |
|
|
2025
Q1 | $1.12M | Buy |
10,228
+7
| +0.1% | +$765 | 0.13% | 156 |
|
|
2024
Q4 | $943K | Buy |
10,221
+282
| +3% | +$26K | 0.1% | 194 |
|
|
2024
Q3 | $1.02M | Sell |
9,939
-756
| -7% | -$77.6K | 0.11% | 186 |
|
|
2024
Q2 | $938K | Sell |
10,695
-363
| -3% | -$31.8K | 0.11% | 184 |
|
|
2024
Q1 | $952K | Sell |
11,058
-2,439
| -18% | -$210K | 0.12% | 187 |
|
|
2023
Q4 | $1.13M | Sell |
13,497
-543
| -4% | -$45.7K | 0.14% | 150 |
|
|
2023
Q3 | $1.06M | Buy |
14,040
+459
| +3% | +$34.5K | 0.14% | 155 |
|
|
2023
Q2 | $1.14M | Sell |
13,581
-53
| -0.4% | -$4.46K | 0.14% | 148 |
|
|
2023
Q1 | $1.24M | Sell |
13,634
-90
| -0.7% | -$8.19K | 0.17% | 132 |
|
|
2022
Q4 | $1.3M | Sell |
13,724
-409
| -3% | -$38.8K | 0.19% | 120 |
|
|
2022
Q3 | $1.22M | Buy |
14,133
+395
| +3% | +$34.2K | 0.19% | 118 |
|
|
2022
Q2 | $1.32M | Buy |
13,738
+705
| +5% | +$67.6K | 0.17% | 119 |
|
|
2022
Q1 | $1.3M | Buy |
13,033
+82
| +0.6% | +$8.18K | 0.15% | 144 |
|
|
2021
Q4 | $1.15M | Sell |
12,951
-12
| -0.1% | -$1.07K | 0.13% | 161 |
|
|
2021
Q3 | $1.05M | Buy |
12,963
+304
| +2% | +$24.7K | 0.13% | 175 |
|
|
2021
Q2 | $1.07M | Buy |
12,659
+151
| +1% | +$12.8K | 0.13% | 170 |
|
|
2021
Q1 | $1.06M | Buy |
12,508
+100
| +0.8% | +$8.47K | 0.14% | 164 |
|
|
2020
Q4 | $1.03M | Sell |
12,408
-555
| -4% | -$46.2K | 0.15% | 151 |
|
|
2020
Q3 | $1.06M | Buy |
12,963
+70
| +0.5% | +$5.72K | 0.17% | 125 |
|
|
2020
Q2 | $1.03M | Buy |
12,893
+256
| +2% | +$20.4K | 0.18% | 116 |
|
|
2020
Q1 | $1.01M | Sell |
12,637
-2
| -0% | -$160 | 0.22% | 100 |
|
|
2019
Q4 | $1.2M | Buy |
12,639
+434
| +4% | +$41K | 0.2% | 117 |
|
|
2019
Q3 | $1.14M | Buy |
12,205
+139
| +1% | +$13K | 0.21% | 109 |
|
|
2019
Q2 | $1.06M | Buy |
12,066
+110
| +0.9% | +$9.68K | 0.22% | 111 |
|
|
2019
Q1 | $1M | Buy |
11,956
+109
| +0.9% | +$9.13K | 0.17% | 121 |
|
|
2018
Q4 | $885K | Sell |
11,847
-2,237
| -16% | -$167K | 0.18% | 118 |
|
|
2018
Q3 | $998K | Buy |
14,084
+1,011
| +8% | +$71.6K | 0.17% | 116 |
|
|
2018
Q2 | $905K | Sell |
13,073
-148
| -1% | -$10.2K | 0.16% | 121 |
|
|
2018
Q1 | $907K | Sell |
13,221
-215
| -2% | -$14.8K | 0.17% | 117 |
|
|
2017
Q4 | $989K | Buy |
+13,436
| New | +$989K | 0.18% | 109 |
|